01
Tax Preparation & Advising
Strategic, year-round tax planning for owners, entities, and multi-state operators — built to optimize, not just file.
Danbury, Connecticut · Northeast Advisory
Strategic tax & business advisory for companies ready to grow smarter.
Grenier Lender is a boutique Northeast firm blending tax strategy, accounting, operational guidance, and entrepreneurial partnership — built for modern businesses navigating real complexity.
Integrated
Tax · Accounting · Advisory
Boutique
Partner-led relationships
Northeast
Danbury · Fairfield County · CT
From complexity to clarity
You didn't build your business to be buried in disconnected financial systems.
Most growth-stage businesses don't need more spreadsheets — they need a steady advisory team that brings structure, foresight, and decision-grade clarity to every quarter.
Where most owners are
- Operational overwhelm and reactive accounting
- Disconnected systems — books, payroll, tax filed separately
- Surprise tax bills and last-minute decisions
- No real visibility into margin or cash flow
- An accountant they only hear from in March
Where we take them
- Strategic clarity — every number ties to a decision
- One integrated team across tax, accounting, and advisory
- Proactive year-round planning, not deadline scrambling
- Operational visibility into cash, margin, and growth levers
- A trusted partner you call before — not after — the decision
Integrated advisory
One team, working across every part of your financial picture.
Tax, accounting, payroll, and consulting — coordinated under a single advisory relationship so nothing falls between the cracks.
02
Remote Accounting
Cloud-based accounting that gives leadership real-time visibility, wherever the business operates.
03
Online Bookkeeping
Clean, reconciled books with monthly close — the foundation every strategic conversation depends on.
04
Financial Planning
Forward-looking financial planning aligned to the owner's goals, the entity's growth, and the tax picture.
05
Payroll
Compliant, reliable payroll handled quietly in the background — across W-2, 1099, multi-state.
06
Business Consulting
Operational and strategic guidance from a team with legal, business, and entrepreneurial training.
07
Workflow & Process Support
Systems, workflows, and operational structure that make a growing business actually run.
08
QuickBooks Setup & Support
Right-sized QuickBooks Online setup, integrations, and ongoing support — done by people who use it daily.
09
Operational Financial Guidance
Quarterly business reviews, KPI dashboards, and the long-view conversations that shape the next twelve months.
The Grenier Lender difference
The advisory team smart business owners rely on as they grow.
Our biggest differentiator isn't bookkeeping or tax prep — it's the multidisciplinary background our partners bring to every engagement: legal training, business education, operational expertise, and the instincts of working entrepreneurs.
That depth is why founders, family businesses, and growth-stage operators across Fairfield County keep us close as they scale.
Legal & business backgrounds
Our partners bring legal education and graduate business training — useful precisely when the questions stop being purely accounting questions.
Entrepreneurial thinking
We've built and operated companies ourselves. We understand owner psychology, cash flow under pressure, and the cost of indecision.
Operational guidance
Beyond the numbers — we help structure workflows, advise on systems, and bring order to the operations that drive financial outcomes.
Long-term partnership
We're built for relationships that compound — not transactions. Most of our clients have been with us for years, across multiple business chapters.
The team
A multidisciplinary group of advisors — deeply invested in your business.
You won't be handed off. Every engagement is led by a partner and supported by a team that knows your business by name.
Connecticut Office
Karen Collazo, EA
Managing Partner
Karen leads the firm's advisory practice, partnering with entrepreneurs and growth-stage businesses on integrated tax, accounting, and operational strategy.
Connecticut Office
Jorge Campos
Advisor
Jorge works closely with owner-operators across the Northeast, bringing a business-minded approach to accounting, planning, and proactive guidance.
Connecticut Office
Denise LaForgia
Advisor
Denise focuses on the day-to-day clarity that growing businesses depend on — clean books, organized workflows, and reliable financial reporting.
Connecticut Office
Martha Adeletti
Advisor
Martha brings a steady, relationship-driven approach to client work — coordinating across tax, accounting, and advisory engagements.
Connecticut · Tampa
Josh Grenier
Partner Emeritus
Josh is a founding partner of the firm and continues to advise on legacy client relationships and long-horizon strategy across both offices.
Backed by
A member firm of Aline Accounting Partners Group.
Independent, partner-led, and supported by a national network of advisory professionals — bringing scale without losing the boutique relationship our clients hire us for.
Read the full bios →
Danbury, Connecticut
107 Mill Plain Road, Suite 205
Serving Fairfield County and the Northeast
Rooted in the Northeast
A Connecticut firm built around relationships that compound over decades.
From Danbury and the surrounding Fairfield County business community to entrepreneurs across the Northeast — our work is shaped by the culture we operate in: serious, relationship-driven, and built for the long view.
That regional identity isn't decorative. It's how we work: in-person when it matters, remote when it doesn't, and always present when there's a real decision on the table.
A modern client experience
The depth of a senior firm. The pace of a modern one.
Cloud-based systems, secure communication, and organized workflows — so working with us feels less like chasing your accountant and more like having a strategic operations partner on call.
- Cloud-first accounting stack
- Secure client portal & e-signature
- Encrypted document exchange
- Responsive advisory access
- Organized monthly workflows
- Remote flexibility, in-person when needed
Get in touch
Strategic financial guidance for where your business is headed next.
Start with a focused conversation. We'll listen, ask the right questions, and tell you honestly whether we're the right fit.
Office
107 Mill Plain Road, Ste 205
Danbury, CT 06811
Phone
(203) 778-8340